PATRIOT FINANCIAL MANAGER, L.P. other names

{{ Info.Overview }}
Revenue: {{ Info.Revenue | formatUSD }} Headquarters: {{ Info.Headquarters }}
{{ Info.Homepage }}

Adviser Profile

As of Date:

09/12/2024

Adviser Type:

- Large advisory firm

Number of Employees:

16 -11.11%

of those in investment advisory functions:

14 -12.50%

Registration:

SEC, Approved, 3/12/2012

AUM:

1,038,949,900 -2.10%

of that, discretionary:

1,038,949,900 -2.10%

Private Fund GAV:

1,038,949,900 -6.13%

Avg Account Size:

207,789,980 -2.10%

SMA’s:

NO

Private Funds:

5

Contact Info

215 xxxxxxx

Websites :
Client Types:

+

Advisory Activities:

+

Compensation Arrangments:

+

Reported AUM

Discretionary
Non-discretionary
1B 934M 778M 623M 467M 311M 156M
2015 2016 2017 2018 2019 2020 2021 2022 2023

Recent News

Top 5 3rd Quarter Trades of Patriot Financial Group Insurance Agency, LLC
11/01/2022

Related Stocks: IVW, GLD, BUFR, BND, CDL,

gurufocus.com

Patriot Financial Partners Gp, Lp Buys LendingClub Corp, Primis Financial Corp, Sells Meta ...
05/10/2021

Related Stocks: LC, 7H80,

gurufocus.com

Patriot Financial Group Insurance Agency, LLC Buys WisdomTree Yield Enhanced U.S. ...
04/29/2021

Related Stocks: GSLC, EFV, GSIE, MOAT, SCHA, GOVT, AGGY, IGLB, FSR, FLR, VER,

gurufocus.com

Amerant Bancorp Inc. Cl A
04/01/2021

Stocks: Real-time U.S. stock quotes reflect trades reported through Nasdaq only; comprehensive quotes and volume reflect trading in all markets and are delayed at least 15 minutes. International ...

Barrons

Banc of California Inc.
03/26/2021

Create a list of the investments you want to track. Founder of Patriot Financial Manager LP, Kirk Wycoff is a businessperson who has been the head of 5 different companies and presently is ...

Market Watch

Amerant Bancorp Appoints Dolores M. Lare as a Director
03/15/2021

Mrs. Lare has more than 35 years of banking experience. Currently, Mrs. Lare is a Partner at Patriot Financial Partners, L.P., a private equity firm focused on investing in community banks and ...

Yahoo Finance


Private Funds Structure

Fund Type Count GAV
Private Equity Fund 5 $1,038,949,900

Similar advisers

Adviser Hedge Fund Liquidity Fund Private Equity Fund Real Estate Fund Securitized Asset Fund Venture Capital Fund Other Fund Total Private Fund GAV AUM # funds
POST ROAD GROUP LLC - - 1.0b - - - - 1.0b 1.5b 9
PHAROS CAPITAL GROUP, LLC - - 1.1b - - - - 1.1b 1.1b 6
ANDROS CAPITAL PARTNERS LLC - - 1.2b - - - - 1.2b 1.2b 4
HCI EQUITY MANAGEMENT, L.P. - - 1.2b - - - - 1.2b 1.2b 5
KEYHAVEN CAPITAL PARTNERS LIMITED - - 1.1b - - - - 1.1b 1.1b 16
NEW STATE CAPITAL PARTNERS - - 775.8m - - - - 775.8m 1.2b 12
ASCRIBE CAPITAL LLC - - 1.1b - - - - 1.1b 1.1b 5
CORDOBA ADVISORY PARTNERS LLC - - 3.5m - - - 6.0m 9.5m 1.5b 2
1315 CAPITAL - - 1.1b - - - - 1.1b 1.1b 8
GREY ROCK ENERGY MANAGEMENT, LLC - - 397.7m - - - - 397.7m 397.7m 6

Private Funds



Employees




Brochure Summary

Overview

Patriot Financial Manager, L.P., (“Patriot”) is a private fund management firm primarily focused on investing in community banks, thrifts and other financial services related companies throughout the United States. Patriot was co-founded in 2007 by Ira M. Lubert, James Lynch and Kirk Wycoff (collectively, “the Co-Founders”). The day-to-day operations of Patriot are led by Messrs. Wycoff and James F. Deutsch (“Managing Partners”). Patriot’s investment team consists of more than 13 experienced investment professionals with various backgrounds in banking and the financial services industry. Patriot provides investment management services exclusively to its Funds, which are privately offered pooled investment vehicles organized as limited partnerships, to which each Fund’s general partner is an affiliate of Patriot. No Fund’s shares are offered hereby, and each Fund is open for investment only via a “private offering.” Patriot manages closed- end private equity fund structures. The Funds are intended only for investment by “accredited investors,” “qualified clients” and “qualified purchasers” as those terms are defined under the Federal securities laws. References herein to Patriot may include, as the context requires, various entities controlled by Patriot
or its principals and partners, and through which Patriot provides investment management services including Patriot Financial Advisors, L.P., and entities that serve as the Funds’ general partners are collectively known as Relying Advisers. Patriot Financial Partners II, L.P. and Patriot Financial Partners Parallel II, L.P. (collectively known as “Fund II”); Patriot Financial Partners III, L.P. (“Fund III”); Patriot Financial Partners IV, L.P. and Patriot Financial Partners Parallel IV, L.P., (collectively known as “Fund IV”), together known as the “Patriot Private Equity Funds,” will invest in both publicly traded and private community banks, financial services and financial technology firms “closely related” to the banking sector. Each Funds’ investment objective aims to provide investment returns net of fees and expenses as described in further detail in each of the Fund’s organizational documents including but not limited to the private placement memorandum, limited partnership agreement, management and advisory agreements provided to investors (collectively, the “Governing Documents”). Assets under Management – As of December 31, 2023, Patriot manages $1,038,949,900 in regulatory assets under management on a discretionary basis.